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Cascadia Advisory Services’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Cascadia Advisory Services’s Portfolio XMHQ Stock Details XMHQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$770K Buy
10,135
+117
+1% +$9.05K 0.16% 142
2021
Q2 		$775K Buy
+10,018
New +$780K 0.17% 133

Other funds holding XMHQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cascadia Advisory Services's XMHQ Position: Q3 2021 in Review

Cascadia Advisory Services increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 1.2% in Q3 2021, buying an estimated $9.05K and bringing the position to 10,135 shares worth $770K. The position accounts for 0.16% of the portfolio, ranked #142.

Cascadia Advisory Services first reported a position in XMHQ in Q2 2021 and has held it in 2 quarters since. The position peaked at $775K in Q2 2021. 62 funds tracked by Wall St. Rank hold XMHQ as of Q3 2021.

  • Cascadia Advisory Services held 10,135 shares of Invesco S&P MidCap Quality ETF worth $770K as of Q3 2021.
  • Cascadia Advisory Services bought 117 Invesco S&P MidCap Quality ETF shares in Q3 2021, an estimated $9.05K.
  • Invesco S&P MidCap Quality ETF made up 0.16% of Cascadia Advisory Services's portfolio in Q3 2021, its #142 holding.
  • Cascadia Advisory Services first reported a position in Invesco S&P MidCap Quality ETF in Q2 2021 and has held it in 2 quarters since.
  • Cascadia Advisory Services's Invesco S&P MidCap Quality ETF position peaked at $775K in Q2 2021.
  • 62 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.